Forvis Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Forvis Wealth Advisors, LLC

  • $4.75 Billion
  • Q3 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 12,587 shares of XLG stock, worth $738,227. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,587
Previous 8,100 55.4%
Holding current value
$738,227
Previous $422,000 71.56%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$51.78 - $57.89 $232,336 - $259,752
4,487 Added 55.4%
12,587 $724,000
Q2 2025

Jul 29, 2025
BUY
$40.94 - $52.1 $331,614 - $422,010
8,100 New
8,100 $422,000

Others Institutions Holding XLG

# of Institutions
621
Shares Held
103M
Call Options Held
59.1K
Put Options Held
4.2K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
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